People: Ivy Credit Opportunities Fund (ICO)

ICO on New York Consolidated

14.59USD
14 Jun 2011
Price Change (% chg)

$0.03 (+0.21%)
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$14.59
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$14.61
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Volume
9,976,710
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7,640,439
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$14.65
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Summary

Name Age Since Current Position

Joseph Harroz

 46 Independent Chairman of the Board of Trustees

Henry Herrmann

 71 President, Trustee

Joseph Kauten

 44 2007 Vice President, Treasurer, Principal Accounting Officer, Principal Financial Officer

Scott Schneider

 45 2006 Chief Compliance Officer, Vice President

Daniel Schulte

 48 2000 Vice President, General Counsel, Assistant Secretary

Mara Herrington

 49 2006 Vice President, Secretary

Philip Shipp

 44 2012 Assistant Secretary

Jarold Boettcher

 73 Independent Trustee

James Gressett

 63 Independent Trustee

Glendon Johnson

 62 Independent Trustee

Eleanor Schwartz

 76 Independent Trustee

Michael Smith

 69 Independent Trustee

Edward Tighe

 71 Independent Trustee
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Biographies

Name Description

Joseph Harroz

 Mr. Joseph Harroz, Jr., is Independent Chairman of the Board of Trustees of Ivy Credit Opportunities Fund. Mr. Harroz serves as Dean of the College of Law and Vice President of a state university, and also serves as a director of a bank. He also has served as a president and director of a publicly traded company and as General Counsel to a state university system. Mr. Harroz holds a B.A. degree from the University of Oklahoma and a J.D. from Georgetown University Law Center. Mr. Harroz also serves as a board member to another mutual fund complex.

Henry Herrmann

 Mr. Henry J. Herrmann is President, Trustee of Ivy Credit Opportunities Fund. Mr. Herrmann has experience in the investment management business, both as a portfolio manager and as a member of senior management, and experience as a director of a publicly held company. He has multiple years of service as a Trustee and officer of the Trust and as an officer and member of the boards of other mutual funds.

Joseph Kauten

 Mr. Joseph W. Kauten is Vice President, Treasurer, Principal Accounting Officer, Principal Financial Officer of Ivy Credit Opportunities Fund. He serves as the Principal Financial Officer of each of the funds in the Fund Complex (2007 to present); Vice President, Treasurer and Principal Accounting Officer of each of the funds in the Fund Complex (2006 to present); Assistant Treasurer of each of the funds in the Fund Complex (2003 to 2006).

Scott Schneider

 Mr. Scott J. Schneider is Chief Compliance Officer, Vice President of Ivy Credit Opportunities Fund. He serves as the Chief Compliance Officer (2004 to present) and Vice President (2006 to present) of each of the funds in the Fund Complex

Daniel Schulte

 Mr. Daniel C. Schulte is Vice President, General Counsel, Assistant Secretary of Ivy Credit Opportunities Fund. He serves as the Senior Vice President and General Counsel of WDR, Waddell & Reed, WRIMCO and WISC (2000 to present); Senior Vice President and General Counsel of IICO (2002 to present); Vice President, General Counsel and Assistant Secretary for each of the funds in the Fund Complex (2000 to present)

Mara Herrington

Philip Shipp

Jarold Boettcher

 Mr. Jarold W. Boettcher is Independent Trustee of Ivy Credit Opportunities Fund. Mr. Boettcher has more than 40 years of experience in the financial services industry. He has acted as a portfolio manager and director of a financial services firm. He has served as the Chair of a local community bank and the Chair of a state employees retirement system. Mr. Boettcher is a Chartered Financial Analyst and holds an M.S. degree from the Massachusetts Institute of Technology. Mr. Boettcher also serves as a board member to another mutual fund complex.

James Gressett

 Mr. James D. Gressett is Independent Trustee of Ivy Credit Opportunities Fund. Mr. Gressett has served as the CEO of a closely-held corporation. He also has served as an accountant and partner in a public accounting firm. Mr. Gressett has also been a member and chairman of the boards of several closely-held corporations and charitable organizations. Mr. Gressett holds a B.B.A. of Accountancy degree from the University of Texas at Austin.

Glendon Johnson

 Mr. Glendon E. Johnson, Jr., is Independent Trustee of Ivy Credit Opportunities Fund. Mr. Johnson practiced law for over thirty years, specializing in corporate finance, securities and mergers and acquisitions, including representing and advising financial services companies and investment advisers and their boards. In addition, for over twelve years, he was involved in the acquisition, sale, financing, and daily business affairs of several financial service companies, including investment managers. He serves as a Director of the Thomas Foundation for Cancer Research. Mr. Johnson holds an Honors B.A. of Economics and Business from the University of Utah, and a J.D. from the University of Texas Law School at Austin, where he was a member and note and comment editor of the Texas Law Review.

Eleanor Schwartz

 Ms. Eleanor B. Schwartz is Independent Trustee of Ivy Credit Opportunities Fund. Ms. Schwartz has served on the board of directors of numerous charitable foundations and closely held corporations. She has been a professor of business administration for several universities. Ms. Schwartz also has written books and other publications on the subjects of management and business administration. Ms. Schwartz holds an M.B.A. degree and D.B.A degree from Georgia State University. Ms. Schwartz also serves as a board member to another mutual fund complex.

Michael Smith

 Mr. Michael G. Smith is Independent Trustee of Ivy Credit Opportunities Fund. Mr. Smith has over 40 years of experience in the financial services and investment management industry. He has served as a member and chairman of the boards of several mutual funds and charitable and educational organizations. Mr. Smith is a Chartered Financial Analyst and holds a B.B.A. of Finance degree and an M.B.A. degree from Southern Methodist University.

Edward Tighe

 Mr. Edward M. Tighe is Independent Trustee of Ivy Credit Opportunities Fund. Mr. Tighe has experience in the mutual fund and information technology industries. He has held executive positions with U.S. mutual fund companies and served as a lead independent trustee on a different mutual fund board. Mr. Tighe holds a B.S. of Finance degree from Boston University.

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